Smart Sand Inc. (SND)
Summary
Smart Sand: Relatively Good Bet In Oil Services
Smart Sand trades at an 8.58x EV/EBITDA, a discount to oil services peers, offering potential commodity-related upside in the current energy environment. SND's business is primarily tied to new well completions, with demand dependent on increased drilling activity and secular trends like longer lateral fracking. Cost risks exist from rising electricity and natural gas prices, while logistics and local sand competition in the Permian present strategic challenges.
Smart Sand: Record Quarter, Strong Guidance, And Low Valuation
Smart Sand delivered record 3Q25 results, secured a new EQT supply deal, and raised full-year volume guidance above expectations. SND maintains a fortress balance sheet, ample liquidity, and continues to generate strong free cash flow, supporting ongoing shareholder returns. The stock trades at a significant discount to peers, with TEV/EBITDA multiples well below industry averages, despite robust operational performance.
Should Value Investors Buy Smart Sand (SND) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Smart Sand Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 200 | $1,024 | $960 | -$64 | -6.25% |
 Point72 Asset Management LP Point72 Asset Management LP | 144,412 | $686,188.03 | $695,343.78 | $9,155.75 | 1.33% |
 Jeff Ameen Spire Wealth Management | 200 | $1,024 | $1,012 | -$12 | -1.17% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 11,600 | $59,392 | $56,376 | -$3,016 | -5.08% |
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Smart Sand Inc. Profile
| Energy Equipment & Services Industry | Energy Sector | Charles E. Young CEO | NASDAQ (NGS) Exchange | 83191H107 CUSIP |
| US Country | 318 Employees | 5 May 2026 Last Dividend | 2 Sep 2011 Last Split | 4 Nov 2016 IPO Date |
Overview
Smart Sand, Inc., established in 2011 and headquartered in Spring, Texas, operates as an integrated frac and industrial sand supply and services company within the United States. The company focuses on the excavation, processing, and sale of high-quality sands or proppant that are integral to hydraulic fracturing operations—a critical process in the oil and gas industry. Smart Sand, Inc. primarily caters to oil and natural gas exploration and production companies, oilfield service companies, and industrial manufacturers, demonstrating a robust presence in the oil and gas sector through its comprehensive range of products and services.
Products and Services
- Proppant Sand
The core product of Smart Sand, Inc. is proppant sand, which is essential for hydraulic fracturing operations in the oil and gas industry. This high-quality sand is used to prop open fissures in subterranean rocks, allowing oil or gas to flow more freely.
- Proppant Logistics Services
To complement its proppant supply, Smart Sand offers extensive logistics services designed to ensure the timely and efficient delivery of proppant sand to customers' well sites. These logistics solutions are tailored to meet the unique demands of hydraulic fracturing operations.
- Wellsite Storage Solutions
Through its SmartSystems products and services, Smart Sand provides innovative wellsite storage solutions. These solutions are aimed at enhancing the efficiency and safety of storing proppant at the wellsite, thus optimizing hydraulic fracturing operations.
